Lifespan is recognised as a strong industry participant, awarded the Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards in 2024. This followed closely on the heels of winning the ifa Excellence Awards Dealer Group of the Year for the third year running in 2023, after being finalists for the previous three years. We were also honoured to have been recognised as the 2021 CoreData Licensee of the Year and Licensee Leadership Award, and winning the prestigious ifa Excellence Awards Company of the Year in 2022.
We’ve created a series of interesting articles on a range of financial services topics, presenting our point of view on what’s happening in the industry. We’ve also collected a few favourites from the broader market that may be of interest to you.
We also encourage you to listen to our podcast series, Lifespan Live which discusses the key issues facing financial services licensees, financial advisers, and their clients. You can listen here.
Lifespan Financial Planning was announced last night as winner of the Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards. Lifespan adviser, Angus Taylor of Sheffield Financial Services was recognised as the Best Young Adviser of the Year.
2023 Lifespan Year in Review video highlights some of the fabulous achievements of our advice community. We loved sharing it with you!
Curious to discover what is behind the increase in the number of self-licensed financial advisers? Tune into the latest ifa podcast with Tony Mantineo, Lifespan Partnerships and Eugene Ardino, CEO Lifespan discuss…
We’re delighted to announce that the Lifespan group (Head Office and adviser network) won three awards in the 2023 ifa Excellence Awards held in Sydney, including the ifa Dealer Group of the Year, for the third consecutive year.
Choosing a new licensee partner can often feel like you are on a 1980s dating show! You need to ask the right questions and get to know your potential partner before committing to what you hope will be a happy and content, long-term relationship.
Huge congratulations to all those finalists short-listed for the ifa Excellence Awards this year, with a record 21 from the Lifespan community. It’s a great recognition
You’re invited to watch an informative discussion of all the goings on in the market in Episode 2, August 2023, of the Lifespan Investment Series
You can listen to the podcast here https://lifespanfp.com.au/for-advisers/podcasts/ Increasing regulation of financial services has seen a trend of practices seeking to become self-licensed through getting their
Lifespan Financial Planning is proud to announce the recent launch of the Lifespan Investment Series – Episode 1. These videos will be available quarterly and
Eugene Ardino, CEO at Lifespan Financial Planning, joins ifa podcast host Maja Garaca Djurdjevic, to discuss why he believes the pendulum of change is swinging
STOP THE PRESS!!! We’re delighted to announce that the Lifespan group (Head Office and adviser network) won three awards in the 2022 IFA Excellence Awards
ifa Excellence Awards 2022 finalists announced this week, with the Lifespan FP advice community a strong showing, shortlisted across eleven categories.
Financial advisers may have hoped that social media was a passing fad, however, it’s difficult to keep hiding behind the argument that “my clients don’t use social media”. Social media can be especially effective in generating referrals from your existing clients and in initiating conversations with the next generation. Social media facilitates online relationship marketing, with an approach that is both scalable and more efficient.
Successful advisers understand that marketing is about developing meaningful conversations with their preferred clients (and referral sources). So, what makes a conversation meaningful? How do
Announcing the launch of our digital investing solution, Lifespan Invest, as a means of reaching the mass market of Australians priced out of receiving personal advice.
Running your own financial planning advice practice means you need to be a confident business owner. Can you also be your own business coach?
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Those of you with an eye on the share markets will have noticed the continuing market volatility. As always, any market uncertainty highlights the importance of focusing on your end goals and having a diversified investment portfolio.
This edition we take a look at 5 psychological traps that could be harming your financial future and what you can do to help overcome them. We also highlight some of Australia’s great caravan parks.
Those of you with an eye on the share markets will have seen its recovery to all-time highs by mid-May after a short dip in April. As always, any market uncertainty highlights the importance of diversifying your investments.
This edition looks at what is included in a ‘comfortable retirement’ and what it costs (according to the Association of Superannuation Funds of Australia). We bust some retirement spending myths and look at what steps you can take if you think you may have been scammed.
On the economic front, while there is still some talk about the possibility of a global recession, the International Monetary Fund (IMF) has stated that risks to global growth are broadly balanced. Australia’s position has been strengthened by record population growth through overseas migration in 2023.
In this edition we also explore some tips to enjoy your days in retirement, and visit house-sitting as an opportunity to see the world, and save!
Uncertainty leads to market volatility, and also opportunity, and it certainly has been a volatile time for investment returns. Fears of a US recession have increased as advanced economies have experienced a pronounced slowdown in growth. Yet the US economy has been surprisingly resilient.
Join us as we take a look at the paradox of Australian financial markets, and ponder balancing enjoying today while investing for tomorrow, together with timely strategies for surviving the post-Christmas sales.
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